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Quicken 2008 Tutorials

Course Content
Quicken 2008 is one of the most popular financial management software programs on the market. Geared toward the home user or small service related business, it gives users the ability to record expenses, track income, create budgets, manage finances and much more. In this VTC course, veteran trainer Lauri Matson, teaches users how to set up accounts, categories, and online services; manage finances including accounts, investments, assets and loans. Learn how to track business income and expenses, bank reconciliations, and other vital bookkeeping tasks. Work Files are included. To get started learning Quicken 2008, simply click on one of the movie links.
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Introduction
Quicken Course Objectives (03:54)
When to Use Quicken (05:11)
Choosing a Version (04:27)
Getting Started
Installation (05:18)
Creating a File with the Guided Setup (05:57)
Setting up Quicken
Getting Around in Quicken (04:51)
The Essentials (06:59)
The Quicken Layout (05:09)
Customizing Your Screen
Customizing Your Toolbars (04:41)
Understanding Views (04:25)
Other Items for Customization (05:25)
The Fundamentals of Accounting
Understanding the File Structure (04:13)
Startup Plan: Follow the Phases (02:24)
Accounts
Types of Accounts (04:19)
Setting Up Your Accounts pt. 1 (04:32)
Setting Up Your Accounts pt. 2 (04:11)
Editing Your Accounts (05:18)
Understanding Transactions
Entering Transactions (05:56)
Modify & Delete Transactions (05:57)
QuickFills & Preferences (05:38)
Managing Your Data
Finding & Viewing Transactions (05:32)
Setting Up Options (05:18)
Scheduling Transactions & Tasks
Scheduled Transactions (04:21)
Creating & Editing Transactions Schedules (07:04)
Categories & Lists
Understanding Categories & Lists (06:51)
Assigning to Transactions (03:52)
Modifying & Merging (04:22)
Reviewing your Activity
Track & Plan Spending (06:30)
Keeping Cash Flow Current (04:32)
Investing Basics
Overview of the Center (04:35)
Using the Portfolio (04:03)
Adding New Securities (03:22)
Entering Data with the Transactions Button (03:54)
Banking
Writing & Printing Checks (05:33)
Credit Cards (05:58)
Online Services for Credit Cards (04:09)
Working with Credit Cards
Managing Transactions (05:06)
Payments & Modifications (04:53)
Reconciling Credit Card Accounts (04:55)
Bank Accounts
Transferring Between Accounts (03:27)
Tracking Activity Reports (03:47)
Reconciling Accounts (04:43)
Online Activities
Online Advantages (04:45)
The Online Center’s Account Access (04:57)
Web Entry & Quicken Bill Pay (04:44)
Reminders & Schedules
Setting Up Alerts (06:14)
Deleting & Suspending (05:12)
Reports & Graphs
Viewing Reports (04:57)
Managing Saved Reports (05:43)
Graphs / Snapshots / Easy Answers (05:33)
Attaching Documentation (03:30)
Tax Overview
Setting Up Schedules (04:26)
Automation (04:19)
Synchronizing with Other Tax Programs (04:05)
Budgets & Planning
An Overview (04:21)
Setting a Savings Goal (04:33)
Creating Budgets (05:22)
Other Features (03:45)
Quicken at Home
Property & Debt (05:16)
Entering Assets & Liabilities (05:47)
Your Household Inventory (04:43)
More On Investment
Securities & Accounts pt. 1 (04:48)
Securities & Accounts pt. 2 (03:36)
Staying Current – Transactions (04:22)
Monitoring Your Portfolio (06:38)
Asset Allocation & Rebalancing (06:27)
Quicken in Business
Overview of Business Features (04:35)
Customer Invoices & Income (03:47)
Estimates & Direct Deposit (05:46)
Expenses & Bill Paying (04:44)
Sales Tax & Reports (04:43)
The Address Book
Setting Up the Address Book (04:02)
Importing Data (04:32)
Best Practices (05:05)
Working With the Internet
The Internet Connection (03:20)
Internet Security (05:11)
Error Recovery (04:56)
Foreign Currencies
Working with Foreign Currencies (04:33)
Updating Rates & Investments (03:20)
Protecting Your Data
Local & Online Backups (05:07)
Making a Copy of Your File (03:06)
Shortcut & Tips
Keyboard Shortcuts (02:51)
Quick Tips (04:31)
Getting Support
The He|p Menu (03:47)
Technical Support (04:05)
Conclusion
Wrap Up (03:11)
About the Author (02:31)

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Tutorial Information / Pricing
Title: Quicken 2008
Author: Lauri Matson
SKU: 33913
ISBN: 1-934743-98-4
Duration: 7 hrs / 87 Lessons
Compatibility: Win XP, 2000, 98, NT, Mac OS X, OS 9

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